Turn project details into an Excel workbook
Create a downloadable XLSX from the Agiled project information you need to work with elsewhere.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document
Creates a PDF or Excel document from HTML content or a URL and returns it immediately.
Why this helps
Rebuilding project details in a spreadsheet adds repetitive admin and creates another place for stale information.
- Create a spreadsheet from supplied project context.
- Avoid manual re-entry into Excel.
- Make project information easier to analyze or share.
Setup
Build it in a few focused steps.
- 1Connect Agiled and DocRaptor once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe the outcome: create an XLSX from the Agiled project information included in the request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real project dataset and inspect the workbook.
Questions about this workflow
Will the export include every Agiled project field?
It can include information made available in the run. Specify the desired content and provide any details that are not returned.
Can I use a URL instead of supplied HTML?
The synchronous Create Document action accepts document content or a document URL, but not both. The prompt should describe the intended document source.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to DocRaptor. A trigger fires from one place; an action lands in another.
Agiled triggers
DocRaptor actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Async Document
Creates a document asynchronously from HTML content.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Creates a PDF or Excel document from HTML content or a URL and returns it immediately.
Create Document from Referrer
Converts webpages into PDF or Excel documents.
Create Hosted Async Document
Creates a hosted document asynchronously.
Download Async Document
Downloads a completed asynchronous document.
Get Async Document Status
Checks the progress of asynchronous document creation.
List Documents (JSON)
Lists previously created documents with metadata in JSON format.
List Documents (XML)
Lists previously created documents with metadata in XML format.
Connect any two apps with Notis in the middle.
Agiled and DocRaptor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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